Receiving your client's invitation
Description
Cause
Resolution
  1. From the Operations dropdown, select Invitations.
  2. In the Pending list, find the invitation from your client, then select Accept.
  3. You need to associate the invitation with a client in Client Management.

If you already have this client set up

  1. Select Yes and find your client in the Client dropdown list.
  2. Select Accept invite.

If you don't have this client set up

  1. Select No and fill in the necessary information.
  2. Select Accept invite and create client.

You'll now have access to your client's subscription.

Steps to duplicate
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